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Month: September 2020

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September 19, 2020 by kwsm

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927 Calle Negocio, Suite G
San Clemente, CA 92673
Office: 949.218.8086

Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. GRP Financial California, LLC and Global Retirement Partners, LLC, are separate non-affiliated entities

The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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Education Module 1: Fiduciary EducationEducation Module 2: Fiduciary DutiesEducation Module 3: Fiduciary LiabilitiesEducation Module 4: Record RetentionEducation Module 5: Safe Harbor DesignsEducation Module 6: 404(c) Fiduciary ProtectionEducation Module 7: Fiduciary PitfallsEducation Module 8: Late ContributionsEducation Module 9: Exclusion of Eligible EmployeesEducation Module 10: Loan CorrectionsEducation Module 11: Employer StockEducation Module 12: Mergers & AcquisitionsEducation Module 13: CARES ActEducation Module 14: DOL Tips for Selecting TDF's